Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Seeker of Truth who wrote (48257)	10/24/2001 4:44:52 AM
From: techreports	Read Replies (2) of 54805

You are talking about valuation, not "pongitude". Judgement about the latter is the forte of this group. Valuation is still a work in progress. To me, not only is the future growth rate very uncertain, it isn't even clear that SEBL is increasing its market share. It may be true that the products of PSFT, SAP and ORCL are not vertically oriented, i.e. they are not industry specific, but if they are very much lower priced that will satisfy a certain segment of the market place. Anyway the question I think you should first be addressing is how secure is SEBL's gorilla status, not the pricing issue, which should come later if you decide positively about the qualitative matters. Forgive me for asking, but where does Siebel's gorilla power or competitive advantage come from. What's the moat? Eventually the back-office players are going to get their CRM offerings vertically oriented. While their software may be cheaper, does it really matter? I don't think anyone expected Siebel to have 100% of the market. Apple has it's niche and the ERP players can have theirs. There are some people out there who feel the ERP players are going to eat away at Siebel's market share.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next